Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose. Partner with Impact.
The External Advisor Engagement Consultant (AEC) plays a key role in strengthening the relationship between Kestra Financial and its affiliated Advisors. Acting as a strategic partner, the Consultant is responsible for driving the adoption of Kestra’s integrated ecosystem, deepening Advisor engagement, and improving retention by delivering high-impact experiences and actionable insights. This individual will serve as a trusted advocate, collecting and sharing the Voice of the Client (VOC) across the organization and continuously working to enhance advisor satisfaction and loyalty.
The Consultant will be evaluated by their ability to increase ecosystem adoption, drive engagement, deliver Moments that Matter, and improve key metrics such as Advisor Retention and Net Promoter Score (NPS).
What You’ll Do:
- Serve as a primary relationship manager for a defined territory of affiliated advisors.
- Champion Kestra’s integrated ecosystem by identifying opportunities for adoption and usage of key platforms, resources, and services
- Lead onboarding and re-engagement initiatives to ensure advisors realize the full value of their relationship with Kestra Financial.
- Conduct regular outreach and strategic check-ins to deliver insights that drive measurable advisor value.
- Monitor advisor sentiment and collect Voice of Client (VOC) feedback; proactively share insights with internal stakeholders to drive innovation and improve service.
- Partner with cross-functional teams (e.g., Service, Wealth Management, Kestra Investment Management, Kestra Insurance Planning, Arden Trust, Compliance, Marketing, Technology) to deliver coordinated, advisor-centric experiences
- Support the execution of strategic initiatives aimed at increasing advisor satisfaction, retention, and overall Kestra engagement.
- Track and report on advisor engagement, adoption trends, and sentiment metrics across the territory
- Identify and escalate risk signals related to advisor dissatisfaction or disengagement.
- Maintain comprehensive documentation of advisor interactions and outcomes
- Conduct client meetings in advisor’s offices, home offices on-site meetings, recurring telephone meetings, and webinars.
- Provide excellent follow-up and efficient problem resolution within assigned territory.
- Be an expert on the primary Kestra resources and services.
- Maintain Kestra culture, minimize attrition, and deliver results, ensuring a positive client experience.
What You Bring:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 3-5 years of financial services, relationship management or business consulting experience.
- Strong understanding of the independent advisor landscape and financial services industry
- Applicable FINRA licenses preferred (e.g., Series 7, 6, 65, 66, 63).
- Excellent interpersonal skills with a customer-first mindset and ability to build authentic, long-term relationships
- Highly organized with a proven ability to manage multiple priorities and stakeholders
- Skilled at uncovering needs and providing consultative solutions
- Comfortable working cross-functionally in a fast-paced, evolving environment
- Experience with CRM systems, reporting tools, and adoption/engagement metrics
- Strong written and verbal communication skills
- A proactive, empathetic, and solutions-oriented approach to problem-solving
- Ability to travel to support advisor visits, events, or territory meetings
- 60%-75% travel required.
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
Bachelor's degree or equivalent; 3-5 years financial services or relationship management experience; FINRA licenses preferred; CRM and reporting tool experience; 60-75% travel required.
Key Responsibilities
- managing advisor relationships
- driving ecosystem adoption
- collecting client feedback
Skills & Tools
CRM
Job Details
- Category: Business Development
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
Benefits
- Tuition reimbursement
- Retirement plan
About Kestra Financial
A wealth management platform empowering independent financial professionals with technology and consulting. — Industry: Finance